2024-06-24T11:30:38-05:00 2023-08-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2022-09-01 042164774 BOSTON BAR ASSOCIATION BOST 6177420615 16 BEACON STREET BOSTON MA 02108 RICHARD M PAGE JR EXECUTIVE DIRECTOR 6177420615 2024-06-17 1 RICHARD PAGE JR 999009999 0 LINDA KRAMER P00028882 6176968900 2024-06-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD M PAGE JR 16 BEACON STREET BOSTON MA 02108 5117492 0 X WWW.BOSTONBAR.ORG X 1886 MA TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. 35 35 39 1976 156444 137522 3268696 3373488 1009207 1352841 6391 50330 166937 158596 4451231 4935255 191370 66480 0 0 2999188 3365188 0 0 0 1426166 1654341 4616724 5086009 -165493 -150754 6132875 8433676 1651650 4042498 4481225 4391178 X TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. IN SUPPORT OF THIS MISSION, THE ASSOCIATION WILL STRIVE TO 1) FOSTER AN INCLUSIVE COMMUNITY OF LAWYERS BY IMPROVING THE QUALITY OF LIFE OF LAWYERS AS PEOPLE, AS MEMBERS OF A PROFESSION WITH LONGSTANDING VALUES AND TRADITIONS, AND AS CITIZEN-LAWYERS, 2) SERVE INDIVIDUAL MEMBERS AND PROVIDE THEM WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES, 3) SERVE LAW FIRMS, IN-HOUSE LAW DEPARTMENTS, NON-PROFITS AND PUBLIC AGENCIES IN AND CLOSELY CONNECTED TO THE LEGAL PROFESSION, 4) INCREASE ACCESS TO JUSTICE FOR ALL, PROVIDE FOR THE FAIR AND EFFICIENT ADMINISTRATION OF JUSTICE, AND ENHANCE THE QUALITY OF THE LAW, 5) ENSURE THAT THE GOVERNANCE STRUCTURE, CAPACITY AND OPERATIONS OF THE ASSOCIATION ARE DYNAMIC AND SUITED TO THE TASK OF ACCOMPLISHING THE ASSOCIATION'S GOALS AND OBJECTIVES. 0 0 COMMUNICATIONS: HELPS THE BOSTON BAR ASSOCIATION IDENTIFY OPPORTUNITIES FOR STRATEGIC RELATIONSHIPS AND DEVELOPS TOOLS AND TACTICS FOR IMPLEMENTATION; FORMULATES MESSAGE DEVELOPMENT, CONSISTENT WITH THE BBA'S MISSION, ACROSS A VARIETY OF PLATFORMS; COUNSELS LEADERS TO COMMUNICATE WITH PRECISION, SPEED, AND CLARITY; COACHES LAWYERS AND OTHER MEMBERS OF THE LEGAL COMMUNITY TO USE A WIDE VARIETY OF COMMUNICATIONS PLATFORMS, INCLUDING NEW MEDIA, WITH CONFIDENCE AND INTEGRITY GOVERNMENT RELATIONS: ADVISE ASSOCIATION LEADERSHIP AND MEMBERSHIP OF PUBLIC POLICY DEVELOPMENTS OF INTEREST TO THE BAR AND OF SIGNIFICANCE TO THE ADMINISTRATION OF JUSTICE. COMMUNITY SERVICE: THE ROLE OF THE BBA IN SERVICE TO THE COMMUNITY IS PRIMARILY IN-KIND. STAFF OF THE BBA MANAGE AND ADMINISTER THE IOLTA GRANTS PROGRAM WHICH INCLUDES RECRUITING PROSPECTIVE GRANTEES, DISTRIBUTING RFPS, REVIEWING APPLICATIONS AND MAKING RECOMMENDATIONS TO THE BBF BOARD OF TRUSTEES. STAFF COMMUINICATE AND WORK WITH THE GRANTEES THROUGHOUT THE GRANT CYCLE. STAFF ALSO ACT AS LIAISON TO THE IOLTA COMMITTEE. THE BBA STAFF PROVIDE THE STAFFING FOR THE PLANNING AND MANAGEMENT OF THE ADAM'S BENEFIT, THE LARGEST FUNDRAISING ACTIVITY OF THE BBF. THESE FUNDS SUPPORT THE GRANTING TO COMMUNITY ORGANIZATIONS THROUGHOUT BOSTON. SECTIONS - THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 205 BROWN BAG MEETINGS IN A VARIETY OF PRACTICE AREAS. THESE 1 TO 1.5 HOUR PROGRAMS FEATURE ONE OR TWO EXPERT SPEAKERS. PROGRAMS VARY IN STRUCTURE AND SUBSTANCE TO REACH THE DESIRED TARGET AUDIENCE, WHICH CAN BE EITHER NOVICE OR VERY EXPERIENCED. BROWN BAG MEETINGS CAN BE PLANNED QUICKLY, CREATING AN IDEAL FORUM TO DISCUSS VERY CURRENT 'HOT TOPICS AND LEGISLATION. CONTINUING LEGAL EDUCATION: THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 30 CONTINUING LEGAL EDUCATION PROGRAMS AND CONFERENCES IN A VARIETY OF PRACTICE AREAS. THESE SEMINARS AND CONFERENCES COVER IN-DEPTH SUBJECTS DESIGNED TO PROVIDE PRACTITIONERS A COMPREHENSIVE OVERVIEW ON SPECIFIC AREAS OF LAW AND OFTEN INCLUDE A NETWORKING COMPONENT. CLE PROGRAMS ARE ALWAYS ACCOMPANIED BY WRITTEN MATERIALS. CLE PROGRAMS ARE ALWAYS AVAILABLE TO NON-BBA MEMBERS AND ARE PROVIDED TO MEMBERS AT A DISCOUNTED PRICE. BBA CLE PROGRAMS WELCOME OVER 1,500 ATTENDEES AT THE LIVE PROGRAMS, AND ARE VIEWED BY ANOTHER 1,155 PEOPLE ONLINE VIA LEARN ONLINE. THE MAIN OBJECTIVE OF THE BBA CLE PROGRAM IS TO FULFILL PART OF THE ORGANIZATION'S MISSION TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION BY PROVIDING MEMBERS WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES. CLE DOES THIS THROUGH EDUCATION. OUR CLE PROGRAMS ARE ALSO A GREAT PLATFORM TO ALLOW OUR MEMBERS TO SPEAK OR PRESENT ON A SPECIFIC TOPIC. EVENTS - THE BBA AND BBF EVENTS BRING TOGETHER NOT ONLY THE BOSTON LEGAL COMMUNITY, BUT ALSO OUR BUSINESS COMMUNITIES, LEGISLATORS AND JUDGES IN A CONGENIAL ATMOSPHERE. THEY PROVIDE A FORUM FOR HONORING LAWYERS, LEGISLATORS, JUDGES, LAW FIRMS AND CORPORATIONS WHOSE PUBLIC SERVICE CONTRIBUTIONS ARE EXCEPTIONAL. LAWYER REFERRAL SERVICE - THE BOSTON BAR ASSOCIATION LAWYER REFERRAL SERVICE (LRS) HELPS CLIENTS WITH SPECIFIC LEGAL PROBLEMS FIND THE RIGHT LEGAL RESOURCE TO ADDRESS THEIR UNIQUE NEEDS. THE LRS RECEIVED APPROXIMATELY 3,500 CALLS FROM PEOPLE SEEKING LEGAL ASSISTANCE. THE OBJECTIVE OF THE LRS IS TO HELP MEMBERS OF THE PUBLIC FIND THE APPROPRIATE RESOURCES AVAILABLE WHETHER IT BE AN ATTORNEY WHO SPECIALIZES IN THEIR LEGAL NEEDS, OR AN ATTORNEY WHO WILL HELP LOW-INCOME INDIVIDUALS WITH REDUCED FEE OR PRO BONO ASSISTANCE. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 34 0 1 39 1 1 1 0 0 0 0 0 0 0 X 35 35 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X RICHARD M PAGE JR EXECUTIVE DIRECTOR 6177420615 16 BEACON STREET BOSTON MA 02108 X SUMA V NAIR TREASUER 2.00 X X 0 0 0 MARK H BURAK BOARD MEMBER 1.00 X 0 0 0 WILLIAM J ROCHA BOARD MEMBER 1.00 X 0 0 0 DEBORAH J MANUS BOARD MEMBER 2.00 X 0 0 0 LUKE CADIGAN BOARD MEMBER 1.00 X 0 0 0 MATTHEW VP MCTYGUE VICE PRESIDENT 2.00 X X 0 0 0 CHINH H PHAM PRESIDENT 2.00 X X 0 0 0 PHILIP Y BROWN BOARD MEMBER 1.00 X 0 0 0 YVONNE W CHAN BOARD MEMBER 1.00 X 0 0 0 KATE R COOK BOARD MEMBER 1.00 X 0 0 0 KATHERINE J FICK BOARD MEMBER 1.00 X 0 0 0 STEPHEN P HALL BOARD MEMBER 1.00 X 0 0 0 JOHN HAYES BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER E HART BOARD MEMBER 1.00 X 0 0 0 LILIANA IBARA BOARD MEMBER 1.00 X 0 0 0 SHIVA KARIMI BOARD MEMBER 1.00 X 0 0 0 GARRET D LEE BOARD MEMBER 1.00 X 0 0 0 INGRID S MARTIN BOARD MEMBER 1.00 X 0 0 0 NIGEL W LONG BOARD MEMBER 1.00 X 0 0 0 MELISSA SAMPSON MCMORROW BOARD MEMBER 1.00 X 0 0 0 MARC A RUBENSTEIN BOARD MEMBER 1.00 X 0 0 0 ANDREW P STREHLE BOARD MEMBER 1.00 X 0 0 0 ROBIN A WALKER BOARD MEMBER 1.00 X 0 0 0 HANNAH LAWS KILSON PRESIDENT ELECT 1.00 X X 0 0 0 MARK C FLEMING SECRETARY 1.00 X X 0 0 0 DAVID M FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 MIRANDA HOOKER BOARD MEMBER 1.00 X 0 0 0 YALONDA TALISS HOWZE BOARD MEMBER 1.00 X 0 0 0 MATTHEW J LAWLOR ESQ BOARD MEMBER 1.00 X 0 0 0 MARK TAN LEE BOARD MEMBER 1.00 X 0 0 0 DAVID J NAGLE ESQ BOARD MEMBER 1.00 X 0 0 0 ANGELA ONWUACHI-WILLIG BOARD MEMBER 1.00 X 0 0 0 KEVIN PRUSSIA BOARD MEMBER 1.00 X 0 0 0 BARBARA A ROBB BOARD MEMBER 1.00 X 0 0 0 JOANNA G ALLISON ESQ BOARD MEMBER 1.00 X 0 0 0 RICHARD M PAGE JR EXECUTIVE DIRECTOR 35.00 X 357111 0 14913 HEATHER LEARY CHIEF OPERATING OFFICER 35.00 X 230817 0 20819 SARA MACKEY DIR. OF PROFESSIONAL DEVELOPMENT 35.00 X 151199 0 5868 ALEX BURNS DIR. OF FINANCE & ADMINISTRATION 35.00 X 149951 0 19551 MIKE AVITZUR DIR. OF GOVERNMENT RELATIONS 35.00 X 143218 0 19283 CHRIS LAVANCHER DATABASE & IS MANAGER 35.00 X 134527 0 17948 1166823 0 98382 10 0 1 0 FONTEVA 3033 WILSON BLVD ARLINGTON VA 22201 SOFTWARE & LICENSES 139893 1 3231616 141872 3373488 BEACON AWARDS 900099 465245 465245 CONTRACTED SERVICES 900099 360000 360000 CONTINUING LEGAL SERVI 900099 326557 326557 REFERRAL SERVICE FEES 900099 143154 143154 PROGRAM SPONSORSHIPS 900099 48949 47449 1500 8936 8936 1352841 50231 50231 96790 96790 182336 182237 99 99 99 MEMBER BENEFITS 900099 60135 58154 1981 MORTGAGE INCOME 900099 1671 1671 61806 4935255 1351341 156444 53982 66480 2854628 286175 224385 39225 2116 81045 28550 279797 348412 381661 164549 28963 TAXES 73978 PRINTED MATERIALS AND M 96868 OTHER PERSONNEL EXPENSE 60513 MISCELLANEOUS 35084 33580 5086009 129063 353192 2936450 1282635 55803 40027 41983 10812 138179 148329 3590012 1759735 1994826 1830277 1591012 221491 164728 615080 3012664 6132875 8433676 569203 584008 562436 592169 520011 2866321 1651650 4042498 X 4481225 4391178 4481225 4391178 6132875 8433676 -150754 60707 0 X X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3231616 115125 115125 161581 -46456 2319478 758122 1561356 1270534 1001613 268921 1830277 FUNDS HELD FOR OTHERS 564410 DUE FROM RELATED ORGANIZATION - BOSTON BAR FOUNDATION 146343 RIGHT OF USE ASSET 2301911 3012664 FUNDS HELD FOR OTHERS 564410 LEASE OBLIGATION 2301911 2866321 4993846 60707 60707 4933139 2116 2116 4935255 5083893 0 5083893 2116 2116 5086009 0 DEI FELLOWS PROGRAM 12 66000 X X X X 0 1 0 RICHARD M PAGE JR EXECUTIVE DIRECTOR 357111 0 0 0 0 0 9150 0 5763 0 372024 0 0 0 HEATHER LEARY CHIEF OPERATING OFFICER 230817 0 0 0 0 0 6925 0 13894 0 251636 0 0 0 ALEX BURNS DIR. OF FINANCE & ADMINISTRATION 149951 0 0 0 0 0 4499 0 15052 0 169502 0 0 0 MIKE AVITZUR DIR. OF GOVERNMENT RELATIONS 143218 0 0 0 0 0 4297 0 14986 0 162501 0 0 0 SARA MACKEY DIR. OF PROFESSIONAL DEVELOPMENT 151199 0 0 0 0 0 4536 0 1332 0 157067 0 0 0 CHRIS LAVANCHER DATABASE & IS MANAGER 134527 0 0 0 0 0 4036 0 13912 0 152475 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MEMBERS OF THE COUNCIL WORK FOR LAW FIRMS, CORPORATIONS, LAW SCHOOLS AND GOVERNMENT AGENCIES. IN THE ORDINARY COURSE OF BUSINESS, MANY LAWYERS AND FIRMS HAVE EXISTING BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 6 THE BOSTON BAR ASSOCIATION HAS MEMBERS WHO VOTE ANNUALLY TO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER OF THE BAR, DULY ADMITTED TO PRACTICE AND IN GOOD STANDING IN ANY COMMONWEALTH, STATE OR TERRITORY OF THE UNITED STATES, THE DISTRICT OF COLUMBIA, OR ANY FOREIGN COUNTRY, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION AS A VOTING MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ALLOCATED THE AUTHORITY TO APPROVE THE 990 PRIOR TO FILING TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL COUNCIL MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT POLICY. THEY ARE REQUIRED TO DISCLOSE AND IF APPROPRIATE RECUSE THEMSELVES FROM VOTING AND OR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW COMMITTEE OF THE OUTGOING PRESIDENT, THE INCOMING PRESIDENT, THE INCOMING VICE PRESIDENT AND THE PRESIDENT OF THE BOSTON BAR FOUNDATION ANNUALLY CONVENE TO REVIEW THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION. THE REVIEW COMMITTEE READS AND STUDIES THE EXECUTIVE DIRECTOR'S SELF ASSESSMENT. THE REVIEW COMMITTEE, IN CONSIDERING THE EXECUTIVE DIRECTOR'S COMPENSATION, REVIEWS THE COMPENSATION HISTORY AND DATA CONCERNING COMPARABLE SALARIES OF EXECUTIVE DIRECTORS OF THE METROPOLITAN BAR ASSOCIATIONS AND LOCAL NON-PROFIT ORGANIZATIONS. THE RESULTS OF THIS PROCESS ARE SUMMARIZED IN A WRITTEN PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO PROCESS CHANGES TO THE COMMITTEE'S OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. BOSTON BAR FOUNDATION 16 BEACON ST BOSTON MA 02108 046111344 LEGAL SERVICES FOR UNDERSERVED, SUPPORT COMMUNITY OUTREACH PROGRAMS MA 501(C)(3) 170(B)(1)(A)(VI) BOSTON BAR ASSOCIATION 1 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BOSTON BAR FOUNDATION D 10812 BOSTON BAR FOUNDATION C 129056 BOSTON BAR FOUNDATION K 140000 BOSTON BAR FOUNDATION L 360000 BOSTON BAR FOUNDATION Q 146343